SSFeatures provides an easy way to automatically re-sort your data in
SmartSheet, everytime that the data changes.
The Problem with SmartSheet Sorting
Normally in SmartSheet, each time that the data changes and you want to re-sort
the data, you must perform these several steps:
Manually right click the column that you want to sort.
Click the "Sort Column" button.
Add the second column that you want to sort.
Add the third column that you want to sort.
Change the ascending and descending options for the first, second, and third
column.
Click "Ok".
Wait a second for the data to refresh.
Your team must do this everytime that they need to re-sort the data. This
massively hurts your team's productivity. Users have been asking for a solution for almost 10 years:
Feedback: "If you're looking for a competitive reason to prioritize this feature ... the LACK of auto-sorting is the reason I have switched back to Airtable for more than half my use cases." - Keri Sprinkle
Feedback: "You WILL lose customers over this. Please listen. Please add it to a future sprint." - keats76
Feedback: "It is hard to sell this product to our team when Excel does this important shared spreadsheet work better." - Katecreates
Feedback: "Reason #57 I will recommending that my company drop Smarsheet for a better tool. Smartsheet is totally unresponsive too even the simplest needs of their customers." - Tim Palmer
Feedback: "This may actually drive us away from Smartsheet despite all of the other great features." - GrantKiwi
Feedback: "I am extremely disappointed to see this functionality has not been added after 5 years of the need being identified." - Haley S
The Solution with SSFeatures' Auto Sort
SSFeatures provides a "Sort Automatically" checkbox. When you click this box
and click the "OK" button, SSFeatures saves your sort settings. Then, everytime
that the data changes, SSFeatures automatically sorts the data using these
settings.
SSFeatures can detect every type of data modification, including:
Adding or deleting cells, rows, or columns.
Copying and pasting cells, rows, or columns.
Modifications directly in the sheet from other teammates.
Modifications from SmartSheet Forms.
Data Modifications from SmartSheet Forms
If a SmartSheet form adds data into your SmartSheet sheet, SSFeatures will
detect the new data and re-sort the data using your sort settings.
Automatically Populate the Sort Settings Window
Not only does SSFeatures save your sort settings, SSFeatures also automatically
enters your sort settings into the sort window whenever you open up the sort
window. This makes it much quicker for you to change your sort settings, since
SSFeatures remembers exactly which settings you previously entered.
Automatic Sorting with Filters
Our automatic sorting feature also works with view filters. If you have a filter
applied on your sheet, and you have "Sort Automatically" enabled, then
SSFeatures will re-sort your data even with your filter enabled.
Demo Video
Frequently Asked Questions
Which Sheet views does automatic sorting work with?
Automatic sorting works with Grid View and Gantt View. It does not
work with Card View or Calendar View.
Does automatic sorting work with filters?
Yes, automatic sorting works with filters in Grid View and Gantt View.
Does automatic sorting work in Reports?
No, we decided not to implement automatic sorting in reports because sorting
in reports is much slower than sorting in sheets. We felt that the slowness
would hurt the user experience too much, and would make the feature
unusable. However, we will revisit this in the future if SmartSheet improves
the performance of their report sorting API.
Can I share my sort settings with my teammates?
No, due to privacy and security concerns, we do not upload any of your
settings, column names, or any data to our servers. SSFeatures saves all of
your settings locally within your browser storage, which means that we do
not have access to any of your data, and cannot share your settings with
your teammates.
However, even if you and your teammates have different sort settings for the
same sheet, auto sorting will still work. For example, imagine that your
teammate opened the sheet, then SSFeatures auto sorted it with their
settings, then they saved the sheet. The next time that you open the sheet,
SSFeatures will quickly sort the sheet with your settings, and you will see
the content exactly how you wish.
Will my sort settings automatically sort the sheet for my teammates?
No, due to privacy and security concerns, SSFeatures saves all of your
settings locally within your browser storage. Therefore, SSFeatures can only
automatically sort the data while you have the sheet open. If your teammate
also wants to sort the data automatically, then they must also download
SSFeatures and configure their sort settings. We recommend that you and your
teammates coordinate to make sure that you use the same sort settings for
your sheet.
Can you tell me more about the security and privacy of this feature?
Absolutely. SSFeatures uses your browser's local
storage
API to save your sort settings for each individual sheet. SSFeatures never
sends any data contained within rows, columns, or cells to our servers. We
chose to implement this feature this way to maximize security and privacy.
Though this implementation has some downsides, for example, you cannot share
your settings with other teammates. However, we felt that the security and
privacy benefits were worth it.